Monthly Archives: November 2017

Retirement Saving at Any Age

No matter your age, the concept of retirement brings with it dreams of replacing your working years with a new life stage. Whatever your vision is for retirement, everyone shares one similar goal: working to ensure you have the income you need to support the life you desire. Of course, everyone’s financial life and goals are different, so the specific strategies you need to implement to create the retirement income you’ll need depends on your… Read More »

The Rising Medicare Scams You Need to Know About

Grace Birnstengel, Next Avenue Associate Editor Open Enrollment time is here, and in addition to navigating the Medicare maze to get the best benefits possible, those eligible for the federal health program for Americans 65+ have another thing to be worried about: Medicare scams. The Federal Trade Commission warns that scammers may pose as “official” Medicare agents over the phone or at the door in an attempt to gather personal information or swindle people into purchasing… Read More »

What do Financial Advisors do?

There are many different types of finance professionals, from financial advisors and tax professionals to investment brokers and bankers. Few of them can have the long term, relationship-based impact that financial advisors can. If you’ve never worked with a financial advisor, you may not really know how he or she can help you. Here is a brief overview of what financial advisors do. Help Clients Plan for Short and Long-Term Goals Financial advisors work with… Read More »

Your Kids Will Inherit Your Money, So Teach Them How To Handle It

Nancy L. Anderson Millions of dollars will pass through your kids’ hands over their lifetime. Eventually, they may  inherit your hard-earned money, too. They need to ready to handle their finances.   In fact, many parents want nothing more than our kids to be good with money so they can be successful, invest for their future and give to charities they care about. To do that, we, their parents, need to start their education early… Read More »

Choosing a Financial Advisor that is right for you

Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions. The quality of his or her advice could heavily influence your long-term financial success. Whether you are preparing for retirement, planning an estate, selling a business or handling a wide range of complex financial matters, having the right… Read More »